Latest Institutional Transactions on Ishares Tr Ibonds Dec 2026 Ter (IBTG)
This table provides information on the latest institutional transactions involving Ishares Tr Ibonds Dec 2026 Ter (IBTG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
40+ 3.51% |
$911 - $918
|
1.18K
$26.9K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
12K+ 6.67% |
$272K - $275K
|
191K
$4.37M
|
|
|
May 09, 2025
Q1 2025
|
Keeler T Homas Management LLC
|
SELL
|
- |
-59.3K- 34.56% |
$1.35M - $1.36M
|
112K
$2.57M
|
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
4.17K+ 3.33% |
$94.9K - $95.6K
|
129K
$2.96M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-52.5K- 78.91% |
$1.2M - $1.2M
|
14K
$321K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
24.3K+ 21.58% |
$553K - $557K
|
137K
$3.13M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
577+ 0.19% |
$13.1K - $13.2K
|
300K
$6.86M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
11K+ 25.0% |
$249K - $251K
|
54.8K
$1.25M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
4.2KNew |
$95.6K - $96.3K
|
4.2K
$95.9K
|
|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-3.35M- 97.89% |
$76.4M - $76.9M
|
72.4K
$1.65M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
4.37K+ 18.14% |
$99.4K - $100K
|
28.4K
$650K
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
135+ 0.61% |
$3.07K - $3.1K
|
22.1K
$505K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
14.2K+ 465.69% |
$324K - $326K
|
17.3K
$394K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
44+ 0.4% |
$1K - $1.01K
|
11.1K
$255K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
12.6KNew |
$287K - $289K
|
12.6K
$288K
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
BUY
|
- |
57.5K+ 65.48% |
$1.31M - $1.32M
|
145K
$3.32M
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.36K+ 73.4% |
$30.9K - $31.1K
|
3.2K
$73.1K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-585- 11.92% |
$13.3K - $13.4K
|
4.32K
$98.7K
|
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
27.9K+ 26.98% |
$635K - $640K
|
131K
$3M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
178K+ 19.69% |
$4.06M - $4.09M
|
1.08M
$24.8M
|
|
|
May 07, 2025
Q1 2025
|
Portland Global Advisors LLC
|
BUY
|
- |
9.36K+ 10.18% |
$213K - $215K
|
101K
$2.31M
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
SELL
|
- |
-76K- 40.54% |
$1.73M - $1.74M
|
111K
$2.55M
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
170+ 0.74% |
$3.87K - $3.9K
|
23.2K
$531K
|
|
|
May 06, 2025
Q1 2025
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-7.33K- 6.55% |
$167K - $168K
|
104K
$2.39M
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
31+ 0.05% |
$706 - $711
|
59.5K
$1.36M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
212K+ 46.09% |
$4.84M - $4.87M
|
673K
$15.4M
|
|
|
May 06, 2025
Q1 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
482+ 0.57% |
$11K - $11.1K
|
84.6K
$1.93M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.51K+ 7.7% |
$216K - $218K
|
133K
$3.04M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.77K+ 6.2% |
$131K - $132K
|
98.8K
$2.26M
|
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
63.3K+ 10.28% |
$1.44M - $1.45M
|
679K
$15.5M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
80.7KNew |
$1.84M - $1.85M
|
80.7K
$1.84M
|
|
|
May 05, 2025
Q1 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
5.01K+ 12.33% |
$114K - $115K
|
45.6K
$1.04M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-13.6K- 32.72% |
$309K - $312K
|
27.9K
$638K
|
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
1.01K+ 1.24% |
$23K - $23.2K
|
82.7K
$1.89M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.16K+ 10.13% |
$94.7K - $95.4K
|
45.2K
$1.03M
|
|
|
May 05, 2025
Q1 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
10.1K+ 19.54% |
$230K - $232K
|
61.8K
$1.41M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
5.01K+ 2.22% |
$114K - $115K
|
230K
$5.26M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
8.2K+ 6.04% |
$187K - $188K
|
144K
$3.29M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-44.6K- 35.33% |
$1.01M - $1.02M
|
81.5K
$1.86M
|
|
|
May 05, 2025
Q1 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
396+ 0.65% |
$9.02K - $9.08K
|
60.9K
$1.39M
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
11.2KNew |
$254K - $256K
|
11.2K
$255K
|
|
|
May 02, 2025
Q1 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
2.19K+ 18.69% |
$49.9K - $50.3K
|
13.9K
$318K
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
9.64K+ 26.84% |
$219K - $221K
|
45.5K
$1.04M
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
92.8K+ 73.73% |
$2.11M - $2.13M
|
219K
$4.99M
|
|
|
May 02, 2025
Q1 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
147+ 0.66% |
$3.35K - $3.37K
|
22.6K
$516K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-129K- 16.38% |
$2.94M - $2.96M
|
660K
$15.1M
|
|
|
May 02, 2025
Q1 2025
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
124K+ 71.25% |
$2.82M - $2.84M
|
297K
$6.79M
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
1.49K+ 8.82% |
$33.9K - $34.1K
|
18.4K
$419K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-875- 1.18% |
$19.9K - $20.1K
|
73.3K
$1.67M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
3.78K+ 4.13% |
$86K - $86.7K
|
95.2K
$2.17M
|